Highland Financial Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Highland Financial Advisors, LLC
- $346 Million
- Q3 2025
A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,306 shares of IBTH stock, worth $254,045. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,306
Previous 11,306
-0.0%
Holding current value
$254,045
Previous $254,000
-0.0%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding IBTH
# of Institutions
287Shares Held
60.7MCall Options Held
0Put Options Held
0-
Hm Payson & CO Portland, ME6.8MShares$153 Million2.27% of portfolio
-
Morgan Stanley New York, NY3.51MShares$78.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC3.39MShares$76.1 Million0.01% of portfolio
-
Globalt Investments LLC / Ga Atlanta, GA2.83MShares$63.7 Million2.33% of portfolio
-
True Private Wealth Advisors1.98MShares$44.4 Million5.41% of portfolio